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BlackRock Municipal 2030 Target Term Trust

110 hedge funds and large institutions have $323M invested in BlackRock Municipal 2030 Target Term Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 19.45%19.37% (-0.08%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

4% less funds holding

Funds holding: 114110 (-4)

9% less capital invested

Capital invested by funds: $356M → $323M (-$33.4M)

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
37
Reduced
33
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$42.2M +$4.16M +168,127 +10%
MSL
2
Mackay Shields LLC
New York
$35.3M -$1.74M -70,381 -4%
Morgan Stanley
3
Morgan Stanley
New York
$33.2M +$1.16M +46,867 +3%
UBS Group
4
UBS Group
Switzerland
$22.1M -$2.13M -86,180 -8%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$19.1M +$697K +28,158 +4%
Stifel Financial
6
Stifel Financial
Missouri
$14.3M +$6.17M +249,269 +70%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$14.2M +$326K +13,167 +2%
NCM
8
Narwhal Capital Management
Georgia
$12.5M -$151K -6,087 -1%
WCM
9
WealthBridge Capital Management
Ohio
$11M +$344K +13,909 +3%
VanEck Associates
10
VanEck Associates
New York
$6.92M -$2.84M -114,666 -28%
Wells Fargo
11
Wells Fargo
California
$6.64M -$481K -19,425 -6%
RJA
12
Raymond James & Associates
Florida
$5.78M +$261K +10,539 +5%
V
13
Veritable
Delaware
$5.54M -$68.2K -2,757 -1%
JP Morgan Chase
14
JP Morgan Chase
New York
$5.01M +$1.71M +69,270 +49%
WKWM
15
Walter & Keenan Wealth Management
Indiana
$4.6M +$99.2K +4,012 +2%
GCP
16
Gill Capital Partners
Colorado
$4.56M +$63K +2,546 +1%
AWA
17
Amplius Wealth Advisors
Pennsylvania
$4.24M +$34.1K +1,379 +0.8%
XF
18
XML Financial
Maryland
$4.21M -$208K -8,400 -5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$3.5M +$14.3K +579 +0.4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.07M -$305K -12,337 -9%
RCM
21
Rivernorth Capital Management
Florida
$3.02M -$5.24M -211,882 -62%
GP
22
Geneva Partners
Wisconsin
$2.86M +$97.3K +3,934 +3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.75M +$83.4K +3,370 +3%
LPL Financial
24
LPL Financial
California
$2.38M +$351K +14,188 +16%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.33M +$2.17M +87,918 +816%

BTT Hedge Fund Activity: Q1 2022 in Review

110 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Municipal 2030 Target Term Trust (BTT) for Q1 2022, worth a combined $323M — down 9.4% from $356M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BTT and 15 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 37 added.

The largest buyer was Stifel Financial, adding an estimated $6.17M. The largest seller was Rivernorth Capital Management, cutting an estimated $5.24M.

  • 110 institutional investors held BlackRock Municipal 2030 Target Term Trust (BTT) as of Q1 2022, down from 114 in Q4 2021.
  • Funds reported $323M of BlackRock Municipal 2030 Target Term Trust stock for Q1 2022, down 9.4% quarter-over-quarter.
  • 15 funds opened new BlackRock Municipal 2030 Target Term Trust positions in Q1 2022 and 16 closed out, a net change of -1 holder.
  • The largest BlackRock Municipal 2030 Target Term Trust buyer in Q1 2022 was Stifel Financial, an estimated $6.17M added.
  • The largest BlackRock Municipal 2030 Target Term Trust seller in Q1 2022 was Rivernorth Capital Management, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2022.